| 4/29/2025 | Envestnet Asset Management Inc. | 238,045 | $4.11M | 0.0% | +2.5% | 4.668% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 33,079 | $571K | 0.0% | +16.8% | 0.649% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 23,554 | $408K | 0.0% | +7.4% | 0.462% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 11,760 | $205K | 0.1% | -42.7% | 0.231% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 74,283 | $1.28M | 0.0% | -3.3% | 1.457% | |
| 4/18/2025 | Wagner Wealth Management LLC | 662,145 | $11.42M | 2.8% | +5.5% | 12.983% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 96,793 | $1.67M | 0.0% | +10.2% | 1.898% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 21,334 | $366K | 0.2% | -7.2% | 0.418% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 22,133 | $382K | 0.0% | N/A | 0.434% | |
| 4/10/2025 | Iams Wealth Management LLC | 12,561 | $217K | 0.1% | -7.5% | 0.246% | |
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| 4/9/2025 | NBC Securities Inc. | 35,767 | $616K | 0.1% | +77,654.3% | 0.701% | |
| 4/1/2025 | Hobart Private Capital LLC | 204,624 | $3.53M | 0.9% | +10.7% | 4.176% | |
| 2/27/2025 | REAP Financial Group LLC | 9,125 | $149K | 0.0% | -32.5% | 0.186% | |
| 2/25/2025 | Armis Advisers LLC | 22,805 | $371K | 0.0% | N/A | 0.465% | |
| 2/17/2025 | Bank of America Corp DE | 7,330 | $119K | 0.0% | N/A | 0.150% | |
| 2/17/2025 | Benjamin Edwards Inc. | 33,762 | $550K | 0.0% | +6.6% | 0.689% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 29,410 | $479K | 0.1% | +60.3% | 0.600% | |
| 2/13/2025 | Entruity Wealth LLC | 219,700 | $3.58M | 3.5% | N/A | 4.484% | |
| 2/13/2025 | Raymond James Financial Inc. | 274,055 | $4.46M | 0.0% | N/A | 5.593% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 232,187 | $3.78M | 0.0% | +2.6% | 4.739% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 86,434 | $1.41M | 0.8% | +25.1% | 1.764% | |
| 2/12/2025 | Tucker Asset Management LLC | 8,355 | $136K | 0.0% | -17.5% | 0.171% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 71,408 | $1.16M | 0.0% | +3.7% | 1.457% | |
| 2/11/2025 | LPL Financial LLC | 757,180 | $12.33M | 0.0% | +5.9% | 15.453% | |
| 2/10/2025 | Harbour Investments Inc. | 6,331 | $103K | 0.0% | -9.3% | 0.129% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 76,856 | $1.25M | 0.0% | -6.0% | 1.568% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 142,301 | $2.32M | 0.0% | +1.1% | 2.904% | |
| 2/6/2025 | Raymond James Financial Inc. | 274,055 | $4.46M | 0.0% | N/A | 5.651% | |
| 2/6/2025 | Atria Investments Inc | 15,259 | $248K | 0.0% | +6.8% | 0.315% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 22,997 | $374K | 0.2% | +23.3% | 0.474% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 20,529 | $334K | 0.1% | N/A | 0.423% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 28,310 | $461K | 0.0% | -5.8% | 0.584% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 53,545 | $872K | 0.0% | +17.7% | 1.104% | |
| 1/29/2025 | Wagner Wealth Management LLC | 627,638 | $10.22M | 2.6% | +7.8% | 12.941% | |
| 1/28/2025 | Hobart Private Capital LLC | 184,764 | $3.01M | 0.7% | +17.1% | 3.810% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 21,937 | $356K | 0.0% | N/A | 0.452% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 24,413 | $397K | 0.1% | +26.1% | 0.503% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 87,828 | $1.43M | 0.0% | -1.7% | 1.811% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 68,892 | $1.21M | 0.0% | -8.6% | 1.450% | |
| 11/15/2024 | Jane Street Group LLC | 13,046 | $229K | 0.0% | -34.1% | 0.275% | |
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| 11/15/2024 | Stifel Financial Corp | 35,479 | $623K | 0.0% | -16.0% | 0.747% | |
| 11/15/2024 | Hilltop Holdings Inc. | 10,186 | $179K | 0.0% | N/A | 0.214% | |
| 11/15/2024 | Benjamin Edwards Inc. | 31,657 | $556K | 0.0% | +680.1% | 0.666% | |
| 11/8/2024 | Darwin Wealth Management LLC | 3,281 | $58K | 0.0% | N/A | 0.069% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 30,056 | $528K | 0.0% | -12.2% | 0.633% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 89,360 | $1.57M | 0.0% | -0.9% | 1.881% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 18,652 | $328K | 0.2% | +20.3% | 0.397% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 19,363 | $340K | 0.1% | +25.8% | 0.412% | |
| 10/15/2024 | NBC Securities Inc. | 64,782 | $1.14M | 0.1% | -24.0% | 1.378% | |
| 10/11/2024 | Iams Wealth Management LLC | 13,602 | $239K | 0.1% | +20.0% | 0.289% | |
| 10/11/2024 | Wagner Wealth Management LLC | 582,027 | $10.22M | 2.8% | +6.7% | 12.384% | |
| 8/22/2024 | Cetera Investment Advisers | 67,788 | $1.07M | 0.0% | +3.5% | 1.442% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 15,393 | $242K | 0.1% | +21.3% | 0.328% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 27,869 | $438K | 0.0% | +2.5% | 0.593% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 251,448 | $3.95M | 0.0% | +6.6% | 5.350% | |
| 8/2/2024 | FSB Premier Wealth Management Inc. | 15,022 | $236K | 0.1% | -7.2% | 0.320% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 139,546 | $2.19M | 0.0% | +1.5% | 2.969% | |
| 7/30/2024 | Hobart Private Capital LLC | 139,590 | $2.19M | 0.6% | +41.9% | 2.970% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,823 | $29K | 0.0% | N/A | 0.039% | |
| 7/19/2024 | Raymond James & Associates | 211,490 | $3.33M | 0.0% | +1.3% | 4.500% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 82,124 | $1.29M | 0.0% | -2.5% | 1.747% | |
| 7/10/2024 | NBC Securities Inc. | 85,199 | $1.34M | 0.1% | -10.9% | 1.813% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 14,842 | $231K | 0.1% | N/A | 0.300% | |
| 5/24/2024 | Cetera Advisors LLC | 39,862 | $636K | 0.0% | N/A | 0.805% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 14,831 | $237K | 0.0% | N/A | 0.300% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 80,019 | $1.28M | 0.0% | -7.7% | 1.617% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 33,986 | $542K | 0.0% | -5.6% | 0.687% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 84,222 | $1.34M | 0.0% | +2.4% | 1.701% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 96,689 | $1.54M | 0.0% | -3.9% | 1.953% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 25,878 | $413K | 0.3% | N/A | 0.523% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 137,480 | $2.19M | 0.0% | +2.9% | 2.777% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 27,202 | $434K | 0.0% | -15.4% | 0.550% | |
| 4/23/2024 | Twin Peaks Wealth Advisors LLC | 13,950 | $223K | 0.1% | +20.1% | 0.282% | |
| 4/15/2024 | Hobart Private Capital LLC | 98,376 | $1.57M | 0.5% | +42.1% | 1.987% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 148,890 | $2.38M | 0.7% | +5.7% | 3.008% | |
| 4/5/2024 | NBC Securities Inc. | 95,663 | $1.53M | 0.1% | -27.7% | 2.035% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 86,677 | $1.40M | 0.0% | -12.4% | 1.844% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 100,566 | $1.62M | 0.0% | +14.5% | 2.140% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 82,235 | $1.33M | 0.0% | -5.2% | 1.750% | |
| 2/7/2024 | NBC Securities Inc. | 132,274 | $2.13M | 0.2% | -6.2% | 2.814% | |
| 2/7/2024 | Principal Securities Inc. | 18,724 | $302K | 0.0% | N/A | 0.398% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 32,147 | $518K | 0.0% | -88.1% | 0.684% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 36,478 | $588K | 0.0% | +40.6% | 0.784% | |
| 2/1/2024 | Sigma Planning Corp | 17,669 | $285K | 0.0% | -34.8% | 0.380% | |
| 1/19/2024 | Wagner Wealth Management LLC | 170,454 | $2.75M | 0.9% | -2.1% | 3.666% | |
| 1/18/2024 | Hobart Private Capital LLC | 69,211 | $1.12M | 0.4% | N/A | 1.488% | |
| 1/17/2024 | Twin Peaks Wealth Advisors LLC | 11,617 | $187K | 0.1% | N/A | 0.250% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 219,077 | $3.53M | 0.0% | +0.4% | 4.711% | |
| 1/16/2024 | Raymond James & Associates | 188,817 | $3.04M | 0.0% | -22.2% | 4.061% | |
| 1/9/2024 | Elevated Capital Advisors LLC | 140,903 | $2.27M | 0.7% | -2.2% | 3.030% | |
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| 12/4/2023 | Tucker Asset Management LLC | 12,093 | $178K | 0.0% | +54.2% | 0.247% | |
| 11/13/2023 | LPL Financial LLC | 624,966 | $9.18M | 0.0% | +41.3% | 12.754% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 86,732 | $1.27M | 0.0% | N/A | 1.770% | |
| 11/13/2023 | Kestra Advisory Services LLC | 38,494 | $565K | 0.0% | -6.1% | 0.786% | |
| 11/8/2023 | Fort Point Capital Partners LLC | 91,139 | $1.34M | 0.2% | -68.9% | 1.860% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 25,952 | $381K | 0.0% | -27.1% | 0.530% | |
| 11/7/2023 | Darwin Wealth Management LLC | 10,516 | $154K | 0.0% | -9.3% | 0.215% | |
| 11/6/2023 | Sigma Planning Corp | 27,107 | $398K | 0.0% | +10.5% | 0.553% | |
| 11/4/2023 | NBC Securities Inc. | 141,059 | $2.07M | 0.2% | N/A | 2.879% | |
| 11/3/2023 | Main Street Financial Solutions LLC | 13,700 | $201K | 0.0% | -12.7% | 0.280% | |
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